Overview
Assets Under Management: $709 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,142
Discretionary Accounts: 2,142
Regulatory Filings
CRD Number: 322130
Last Filing Date: 2024-07-03 00:00:00
Website: https://lawvisory.com